Group 1 - The company, Wanma Co., Ltd. (002276.SZ), confirmed its involvement in the electric vehicle charging station business, offering a product line that ranges from 7kW to 960kW charging piles and stations [2] - The product offerings include high-power integrated and split DC charging piles, wall-mounted AC charging piles, and smart AC charging piles, indicating a diverse range of capabilities in the charging infrastructure sector [2] - Wanma New Energy has received several honors, including being recognized as the first set of equipment products in Zhejiang Province, an excellent industrial new product in Zhejiang, a specialized and innovative enterprise in Zhejiang, a key R&D project undertaking unit in Zhejiang, and a city-level green factory in Hangzhou [2]

Group 1 - The company, Wanma Co., Ltd. (002276.SZ), confirmed its involvement in the charging pile business, offering a product line that ranges from 7kW to 960kW charging piles and charging stacks [2] - The product offerings include high-power integrated and split DC charging piles, wall-mounted AC charging piles, and smart AC charging piles, indicating a diverse range of capabilities in the charging infrastructure sector [2] - Wanma New Energy has received several honors, including the first set of equipment products in Zhejiang Province, excellent industrial new products in Zhejiang, specialized and innovative enterprise recognition, key R&D project undertaking in Zhejiang, and a city-level green factory in Hangzhou [2]

Group 1 - The company Wanma Co., Ltd. announced on October 21 that its sixth board meeting was held via communication voting on October 20, 2025 [1] - The meeting reviewed the proposal regarding the reduction of capital and the exit from the equity of Diantengyun, which involves related transactions [1] Group 2 - The article emphasizes the need to shift funding focus from excessive investment in housing and infrastructure to enhancing investments in the livelihood sector [1]

格隆汇10月21日丨万马股份(002276.SZ)公布，因电腾云业务发展规划调整，南瑞集团与公司协商一 致，公司以定向减资形式实现对电腾云的退出，电腾云将按照审计评估后对应股权价值对公司进行现金 分配，退出后，电腾云成为南瑞集团全资子公司。 ...

格隆汇10月21日丨万马股份(002276.SZ)公布，因电腾云业务发展规划调整，南瑞集团与公司协商一 致，公司以定向减资形式实现对电腾云的退出，电腾云将按照审计评估后对应股权价值对公司进行现金 分配，退出后，电腾云成为南瑞集团全资子公司。 ...

| 证券代码：002276 | 证券简称：万马股份 | | | 公告编号：2025-056 | | --- | --- | --- | --- | --- | | 债券代码：149590 | 债券简称：21 | 万马 | 01 | | 浙江万马股份有限公司 关于减资退出持有的电腾云股权暨关联交易的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、关联交易概述 2014 年 6 月，浙江万马股份有限公司（以下简称"公司"）第三届董事会第 十八次会议审议通过《关于对外投资成立合资公司浙江电腾云光伏科技有限公司 的议案》，公司与国电通双方签署合作协议，分别出资 882 万元、918 万元，持 股比例分别为 49%、51%，在嘉兴设立注册资本为 1,800 万元的合资公司"浙江电 腾云光伏科技有限公司"（以下简称"电腾云"），主要从事基于云计算的光伏产 品研发、销售；新能源产品研发、产品销售、技术服务、技术咨询、工程设计、 工程服务、工程咨询等业务活动。具体详见公司于 2014 年 6 月 18 日披露于巨潮 资讯网的《关于合资设立浙江电腾云光伏科技有限公司的 ...

| 证券代码：002276 | 证券简称：万马股份 | 公告编号：2025-055 | | --- | --- | --- | | 债券代码：149590 | 债券简称：21 | 万马 01 | 浙江万马股份有限公司 因参股子公司浙江电腾云光伏科技有限公司（以下简称"电腾云"）业务发展规划 调整，公司以定向减资形式退出所持有的电腾云 49%的股权。本次减资价款是以致同 会计师事务所（特殊普通合伙）出具的审计报告为依据，并根据北京大地资产评估事 务所有限公司出具的资产评估报告，选用资产基础法结果作为最终评估结论，即：电 腾云的股东全部权益价值评估结果为 2,275.68 万元，增值率 6.38%。本次交易定价原 则公允，不存在损害公司及股东特别是中小股东利益的情形。 《关于减资退出持有的电腾云股权暨关联交易的公告》详见 2025 年 10 月 22 日巨 潮资讯网。 三、备查文件 1. 经与会董事签字并加盖董事会印章的董事会决议； 第六届董事会第四十次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 浙江万马股份有限公司（以下 ...

Market Overview - The Shandong state-owned enterprise reform sector experienced a decline of 0.42% on October 20, with Baoding Technology leading the drop [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Top Performers in Shandong State-Owned Enterprises - Chui Mu Co., Ltd. (002083) saw a significant increase of 10.00%, closing at 6.16 with a trading volume of 481,000 shares and a transaction value of 296 million [1] - Lu Xin Investment (600783) rose by 6.25%, closing at 14.10 with a trading volume of 226,200 shares and a transaction value of 314 million [1] - Bo Shen Co., Ltd. (002282) increased by 4.31%, closing at 7.50 with a trading volume of 152,800 shares and a transaction value of 113 million [1] Underperformers in Shandong State-Owned Enterprises - Baoding Technology (002552) experienced a decline of 8.88%, closing at 17.04 with a trading volume of 381,600 shares and a transaction value of 659 million [2] - Shandong Gold (600547) fell by 6.34%, closing at 37.94 with a trading volume of 816,300 shares and a transaction value of 3.132 billion [2] - Dongjie Intelligent (300486) decreased by 3.48%, closing at 20.27 with a trading volume of 257,000 shares and a transaction value of 526 million [2] Capital Flow Analysis - The Shandong state-owned enterprise reform sector saw a net outflow of 543 million from institutional investors, while retail investors contributed a net inflow of 770 million [2][3] - Notable net inflows from retail investors were observed in several stocks, including Chui Mu Co., Ltd. (002083) with a net inflow of 72.05 million [3] - Conversely, significant net outflows from institutional investors were noted in stocks like Langxin Information (000977) with a net outflow of 61.54 million [3]

Core Viewpoint - Wanma Co., Ltd. has shown significant stock performance with a year-to-date increase of 106.06%, despite a recent decline in the last five trading days [1][2]. Company Overview - Wanma Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on December 30, 1996. It was listed on July 10, 2009. The company specializes in the research, production, and sales of power cables [1]. - The main revenue composition includes: Power products 68.11%, Polymer materials 28.63%, Communication products 1.70%, and Trade, services, and others 1.56% [1]. Financial Performance - For the period from January to June 2025, Wanma Co., Ltd. achieved a revenue of 9.272 billion yuan, representing a year-on-year growth of 8.58%. The net profit attributable to shareholders was 250 million yuan, with a year-on-year increase of 21.80% [2]. - Since its A-share listing, the company has distributed a total of 685 million yuan in dividends, with 155 million yuan distributed in the last three years [2]. Stock Market Activity - As of October 20, Wanma Co., Ltd.'s stock price was 17.33 yuan per share, with a market capitalization of 17.578 billion yuan. The stock experienced a trading volume of 115 million yuan and a turnover rate of 0.66% [1]. - The company has appeared on the "Dragon and Tiger List" 11 times this year, with the most recent appearance on September 24, where it recorded a net buy of -253.167 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders was 183,200, an increase of 0.51% from the previous period. The average circulating shares per person decreased by 0.51% to 5,485 shares [2]. - Notable institutional holdings include Southern CSI 1000 ETF, which is the third-largest shareholder with 7.4922 million shares, an increase of 1.4119 million shares from the previous period [2].

Market Overview - The Shanghai Composite Index closed at 3839.76 points, with a decline of 1.95% [1] - The total trading volume of A-shares reached 1,954.408 billion yuan [1] Technical Analysis - A total of 207 A-shares experienced a "death cross" where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Dashengda: -1.36% - Guanghetong: -1.33% - Songyang Resources: -1.32% [1] Individual Stock Performance - Dashengda (603687) saw a decline of 6.44% with a trading turnover of 3.58% and a latest price of 8.42 yuan, which is 9.17% below the 10-day moving average [1] - Guanghetong (300638) decreased by 5.86%, with a turnover of 5.63% and a latest price of 28.25 yuan, 8.55% below the 10-day moving average [1] - Songyang Resources (603863) dropped 10.02%, with a turnover of 8.88% and a latest price of 19.31 yuan, 14.01% below the 10-day moving average [1] Additional Notable Stocks - Other stocks with significant declines include: - Chuan Dong (603767): -9.94%, latest price 24.36 yuan, 10.84% below the 10-day moving average [1] - Lianhong (003022): -4.45%, latest price 19.56 yuan, 7.05% below the 10-day moving average [1] - Qide New Materials (300995): -6.19%, latest price 44.11 yuan, 8.55% below the 10-day moving average [1]